Hi. Is it possible to create a list of companies, together with their related contacts and notes? Thanks.
Hi @JaneEliot ,
You can create a static list based on Companies and apply the filter, [“company property”> “associated contacts”>“is known”], but the notes on those records won’t display in the list view, you’ll still have to click into each record to see the notes.
Here is a knowledge base resource on list building:
Cheers,
HubSpot employee @sttang helped another user earlier this summer figure out how to create both a list and a report to see contacts and their notes.
You can read the whole thread here - https://community.hubspot.com/t5/CRM/Filter-contacts-with-notes-during-the-last-week/td-p/343035.
Good luck!
Emma
Hi @JaneEliot
Yes, certainly you can create lists of companies and make sure all the contacts have to be linked with their respective company. For the notes, you must click on the individual companies in order to see it.
Hope this helps!